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Truist Financial
TFC

Overview Fund Activity

752 hedge funds and large institutions have $18.9B invested in Truist Financial in 2015 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 344 increasing their positions, 227 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+23
Holders Change %
+3.16%
% of All Funds
21.02%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.39%
New
77
Increased
344
Reduced
227
Closed
52
Calls
$99.2M
Puts
$55.3M
Net Calls
+$43.9M
Net Calls Change
-$8.36M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$154M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$115M
3
AIM
abrdn Investment Management
United Kingdom
+$93.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$84.2M
5
Two Sigma Investments
Two Sigma Investments
New York
+$79.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$222M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
-$125M
3
Capital International Investors
Capital International Investors
California
-$55.4M
4
AAMU
Amundi Asset Management US
Massachusetts
-$50.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$35.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCCM
526
Schafer Cullen Capital Management
New York
$472K – – –
ECM
527
Everence Capital Management
Indiana
$465K – – –
BCP
528
Blue Chip Partners
Michigan
$464K +$52.9K +1,487 +13%
BHWM
529
Bar Harbor Wealth Management
New Hampshire
$457K +$122K +3,410 +36%
First Manhattan
530
First Manhattan
New York
$456K -$12.1K -340 -3%
MNBTD
531
Moody National Bank Trust Division
Texas
$456K +$2.67K +75 +0.6%
PFS
532
Prospera Financial Services
Texas
$454K +$454K +12,766 New
NDSI
533
Newman Dignan & Sheerar Inc
Rhode Island
$452K -$6.91K -194 -2%
IFB
534
iAB Financial Bank
Indiana
$449K +$1.78K +50 +0.4%
WCA
535
Westover Capital Advisors
Delaware
$444K +$9.01K +253 +2%
GS
536
GAM Systematic
United Kingdom
$443K -$633K -17,775 -59%
ANRIA
537
American National Registered Investment Advisor
Texas
$443K – – –
CIS
538
Capital International Sarl
California
$441K – – –
CIC
539
Crawford Investment Counsel
Georgia
$436K +$26.2K +735 +6%
PL
540
Parthenon LLC
Kentucky
$435K – – –
HWA
541
Heritage Wealth Advisors
Virginia
$433K +$6.33K +178 +1%
ICAS
542
Investors Capital Advisory Services
Massachusetts
$426K -$7.96K -224 -2%
PP
543
Paloma Partners
Connecticut
$417K +$113K +3,163 +37%
SSB
544
Sandy Spring Bank
Maryland
$410K +$2.53K +71 +0.6%
VNA
545
VNBTrust National Association
Virginia
$407K – – –
QIM
546
Quantitative Investment Management
Virginia
$405K -$2.04M -57,400 -83%
MTC
547
McDaniel Terry & Co
Texas
$405K +$405K +11,390 New
Bessemer Group
548
Bessemer Group
New Jersey
$398K -$38.3K -1,075 -9%
CCM
549
Cutler Capital Management
Massachusetts
$392K – – –
Northwestern Mutual Wealth Management
550
Northwestern Mutual Wealth Management
Wisconsin
$392K +$47.5K +1,333 +14%
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